From your home base, click on the Applications/Registrations icon to view all Applications and/or Registrations within your workspace.
For the Application and/or Registration you'd like to edit, click the grey hamburger icon to the far right and select "+ Add Stage."
From here, you can:
Provide the stage with a title
Indicate whether or not the stage is required during onboarding
Add a due date, if applicable
Click the "+ Pick a Field to Add" button in the bottom right hand corner to add fields to your Application and/or Registration. For each field, you can request the following information:
Date - if a question requires a user to input the date
Time - if a question requires a user to input the time
Short Text - if a question requires a user to input a short amount of text
Long Text - if a question requires a user to input a long amount of text
Number - if a question requires a user to input a single number
Rating - if a question requires a user to decide upon a number of stars
URL Button/Link - if a question requires a user to input a website URL
Payment Button/Link - if a question requires a user to input payment details
Dropdown - if a question requires a user to select from a dropdown
Checkboxes - if a question requires a user to check one or multiple checkboxes
Single Select - if a question requires a user to chose one answer from multiple choices
YouTube/Vimeo Video - if a question requires a user to input a link to a YouTube or Vimeo video
File Upload - if a question requires a user to upload a file from their computer
Google Drive - if a question requires a user to upload a file from the Google Drive
For each new field:
Enter the question text in the "Enter name" field
Indicate if the question is required by toggling Yes/No
Adjust "max length" and "pre-populate from" fields by clicking the gear icon
Delete the field by clicking the red garbage can icon
To adjust the order of the fields, click the six grey dots to the left of the "+ Section" button to drag and drop into the appropriate order.
To create separate pages within your Application and/or Registration, click the "+ Section" button to the right of the "Enter name" field. Provide that page with a title and then click the disk icon to save. In adding new fields to your Application and/or Registration, make sure to indicate which Section (or page) the question field belongs to by clicking the "+ Section" button each time to assign.
💡 Remember: Click the green "Save Changes" button in the bottom right hand corner to save your Application and/or Registration to the Applications/Registrations dashboard.
To edit a stage of your Application and/or Registration, click the grey hamburger icon to the far right and select the "View Stages" icon. Then, click the grey hamburger icon to the far right of the corresponding stage and select "Edit" to make edits within the stage.
